Stephanie Moore

I wanted to maybe touch on what you're seeing from an overall macro and freight environment

how you are positioning the company in the wake of what could be a, you know, a pretty transformational deal

how you are positioning the company to essentially capitalize on both of those factors

If you could just talk a little bit about what drove maybe those decisions

maybe just talk about how this can inform your pricing strategy going forward

What is your appetite to further expand your Fire and Safety business? And how do you leverage both doing so organically as well as potentially opportunistic M&A

as you think about what you have in place now and the ability to leverage AI and machine learning and the likes of everything that we're talking about now, what are the conversations like internall...

if you're seeing any kind of weakness or strength in particular end markets. You know, maybe the manufacturing sector, for example

are there any areas or that you would look at expanding in M&A outside of kind of the core uniform area

can you talk a bit about those magnitude of investments we should expect to see? Is the fiscal 3Q a level something

I know you said it's tracked in line, but I think there's been a lot of commentary at a high level that we've seen talking about a k-shape recovery

hear your view how to early on mitigate any of that integration risk or network disruption that could come as a result of the merger

how is your pipeline of opportunities changed at all as of late, just given kind of the uncertainty in the market

maybe if you could touch specifically on private capacity. I think that's an area that maybe doesn't get as much airtime

Is there any any way you can parse out the end markets or there's any concentration of end markets where you're hearing some of that optimism

any thoughts on where the LTL industry fits in, in general, with this potential transcontinental railroad

if there's any commentary you can provide about some end market performance by sector or subsector

if you could just talk about what gives you confidence that you'll be able to see some improvement

Have you seen any impact to your business just from some of these AI initiatives, where you're starting to see AI kind of take over in the search engine optimization

If you could talk a little bit about your current pipeline and expectations kind of to end 2025 and into 2026

can you talk about maybe levers that you pull to maintain client retention in a recessionary environment?

Do you think this actually could be an enabler of your M&A strategy, willing sellers looking to just kind of throw in the towel

I wanted to see if that's an area that you guys have tackled as of late. And at the same time, I think you've talked in the past about some opportunity with AI and algo-based routing.

did you give what your underlying kind of inflation expectations were for 2026

ISM manufacturing PMI kind of inflecting to expansionary for the first time in January for some time

Do you think it just general rationality? I mean, obviously, inflationary, but we also hear a lot from general customers with price fatigue

I wanted to also gauge your appetite and maybe doing a larger deal M&A at this time

how the centers that are open are performing in terms of efficiency rates compared to what you've been targeting, pricing opportunity

if you could talk a little bit about what's next in terms of how you can maybe harvest that data

what would cause you to consider bringing in, you know, external or outside volumes into those polymer centers

if you could talk about how the ones that are open are performing, maybe hitting, you know, the certain kind of rates or efficiency rates

what do you think the market is missing about just the intrinsic value of the network, especially post deal

can you talk a little bit about the pricing opportunity going forward for you guys

Can you talk about your level of confidence and the steps you can take to implement your service best practices

if you wanted to share any puts and takes about anything that might not continue from the second quarter into the third quarter

there are a lot of articles out there in the news that are kind of discussing maybe a little bit less willingness

If you could just break down maybe the delta between the add-backs going from $66 million to the $302 million in the quarter

have you had any conversations with how they would look to prepare, especially in the light of kind of what we just discussed

any areas that are particularly interesting as you think about the next couple of years

I wanted to get a gauge of your appetite as you think about 2026 and even 2027 about looking at deals or opportunities outside of the traditional solid waste space

just talk through how you kind of expect the second half cadence to look in light of normal seasonality

if you could talk a little bit about the M&A environment in particular anything that you can speak to in terms of pipeline

can you talk a little bit about where labor turnover stands today, an update on your journey of kind of optimizing labor